Diversify Wealth Management LLC Boosts Position in Mastercard Incorporated $MA

Key Points

• Diversify Wealth Management LLC increased its Mastercard stake by 116.4% in the first quarter, ending with 25,945 shares valued at about $13.6 million.
• Mastercard reported better-than-expected Q1 results, with EPS of $4.60 versus $4.41 expected and revenue of $8.40 billion versus $8.26 billion estimated, while revenue rose 15.8% year over year.
• The company declared a quarterly dividend of $0.87 per share, payable August 7, and analyst sentiment remains positive with an average rating of Buy and an average price target of $653.78.

Diversify Wealth Management LLC lifted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 116.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,945 shares of the credit services provider's stock after buying an additional 13,957 shares during the quarter. Diversify Wealth Management LLC's holdings in Mastercard were worth $13,627,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Riggs Asset Managment Co. Inc. increased its holdings in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider's stock worth $61,000 after purchasing an additional 18 shares during the period. Affinity Capital Advisors LLC raised its holdings in shares of Mastercard by 0.7% in the 4th quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider's stock valued at $1,678,000 after acquiring an additional 19 shares in the last quarter. Abacus Planning Group Inc. grew its holdings in shares of Mastercard by 3.3% during the fourth quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider's stock worth $337,000 after purchasing an additional 19 shares in the last quarter. Thomasville National Bank increased its position in shares of Mastercard by 4.1% in the fourth quarter. Thomasville National Bank now owns 479 shares of the credit services provider's stock worth $273,000 after purchasing an additional 19 shares during the last quarter. Finally, Castle Rock Wealth Management LLC lifted its position in Mastercard by 2.8% during the fourth quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider's stock valued at $387,000 after purchasing an additional 19 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company's stock.

Insider Buying and Selling at Mastercard

In related news, insider Raj Seshadri sold 1,977 shares of the stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the sale, the insider directly owned 16,429 shares of the company's stock, valued at $8,702,934.17. This trade represents a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the sale, the insider owned 3,322 shares of the company's stock, valued at $1,793,880. The trade was a 5.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 7,005 shares of company stock worth $3,689,976 over the last ninety days. 0.09% of the stock is currently owned by insiders.

Mastercard Stock Up 0.6%

Shares of MA stock traded up $2.94 during trading hours on Friday, hitting $526.14. 1,616,894 shares of the company's stock traded hands, compared to its average volume of 3,819,577. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The stock has a market cap of $464.89 billion, a price-to-earnings ratio of 30.45, a PEG ratio of 1.64 and a beta of 0.73. The stock's fifty day simple moving average is $499.66 and its two-hundred day simple moving average is $517.53. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.Mastercard's quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.73 EPS. On average, analysts expect that Mastercard Incorporated will post 19.61 EPS for the current year.

Mastercard Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be issued a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, July 9th. Mastercard's dividend payout ratio is presently 20.14%.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Barclays upgraded Mastercard to strong-buy, adding to the bullish analyst backdrop and reinforcing confidence in the company’s long-term growth outlook.
• Positive Sentiment: Mastercard launched Agent Pay for Machines (AP4M), a platform designed to enable secure AI-agent and machine-to-machine payments, which could open a new growth avenue in emerging digital commerce. Mastercard (MA) Launches AP4M To Bring AI Agent Payments Onchain
• Positive Sentiment: Mastercard and VEON announced a partnership to expand financial services across several markets, highlighting continued international expansion and transaction-network growth potential. VEON (VEON), Mastercard (MA) Partner to Expand Financial Services
• Positive Sentiment: Analysts still expect strong fundamentals, and recent commentary emphasized Mastercard’s resilient operations and earnings-growth forecasts, which helped support the stock despite technical weakness.
• Neutral Sentiment: Mastercard will report second-quarter 2026 results on July 30, keeping investors focused on payment-volume trends, margins, and whether growth can justify the valuation. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider sale of 200 shares was disclosed, but it was a small pre-planned transaction under a Rule 10b5-1 plan, so it is not a major signal by itself.
• Negative Sentiment: Mastercard’s move below its 200-day moving average may be weighing on sentiment, as traders often view that level as a key technical support point.
• Negative Sentiment: Broader concerns around stablecoin competition, regulatory fee pressure, and alternative payment rails could pressure legacy card-network stocks like Mastercard and Visa.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MA. Citigroup reduced their target price on Mastercard from $735.00 to $675.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Robert W. Baird lifted their target price on shares of Mastercard from $660.00 to $680.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 7th. BMO Capital Markets began coverage on Mastercard in a report on Tuesday, April 21st. They issued an "outperform" rating and a $605.00 price objective on the stock. UBS Group reiterated a "buy" rating on shares of Mastercard in a research report on Thursday, June 25th. Finally, BNP Paribas Exane raised shares of Mastercard from a "neutral" rating to an "outperform" rating and set a $600.00 price target on the stock in a report on Thursday, March 19th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Buy" and an average target price of $653.78.

About Mastercard

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.

Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.

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